Latest Institutional Transactions on Dimensional ETF Tr Emerging Mk (DEHP)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Emerging Mk (DEHP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-69- 0.12% |
$1.67K - $1.89K
|
59.5K
$1.49M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.17K+ 1.89% |
$52.5K - $59.2K
|
117K
$2.93M
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-525- 3.47% |
$12.7K - $14.4K
|
14.6K
$366K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.7K+ 7.64% |
$382K - $430K
|
222K
$5.55M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.99K+ 1.37% |
$72.7K - $81.9K
|
222K
$5.55M
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
127KNew |
$3.07M - $3.46M
|
127K
$3.17M
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
521+ 3.24% |
$12.6K - $14.2K
|
16.6K
$416K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-31.8K- 2.52% |
$771K - $869K
|
1.23M
$30.8M
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.23K+ 14.81% |
$127K - $143K
|
40.5K
$1.01M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.11KNew |
$197K - $222K
|
8.11K
$203K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-22- 14.97% |
$529 - $576
|
125
$3.13K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18KNew |
$433K - $472K
|
18K
$451K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-6.27K- 44.28% |
$151K - $164K
|
7.89K
$197K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-877- 5.89% |
$21.1K - $22.9K
|
14K
$351K
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
8.46KNew |
$203K - $221K
|
8.46K
$212K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
76New |
$1.83K - $1.99K
|
76
$1.9K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
43New |
$1.03K - $1.12K
|
43
$1.08K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 11.42% |
$44.3K - $48.2K
|
18K
$450K
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
896KNew |
$21.5M - $23.4M
|
896K
$22.4M
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.86K- 10.89% |
$44.7K - $48.7K
|
15.2K
$381K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-109K- 20.27% |
$2.61M - $2.84M
|
427K
$10.7M
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3K+ 2.77% |
$72K - $78.3K
|
111K
$2.79M
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.2KNew |
$530K - $578K
|
23.2K
$580K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
666New |
$15.2K - $16.6K
|
666
$16.7K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
765+ 3.41% |
$17.5K - $19.1K
|
23.2K
$580K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
94+ 6.74% |
$2.15K - $2.35K
|
1.49K
$37.2K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
308New |
$7.05K - $7.68K
|
308
$7.71K
|
|
Q4 2023 | |||||||
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.7KNew |
$497K - $551K
|
22.7K
$569K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7KNew |
$344K - $382K
|
15.7K
$394K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.37K+ 3.3% |
$73.6K - $81.6K
|
105K
$2.64M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 33.33% |
$2.19K - $2.43K
|
400
$10K
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
9.05KNew |
$198K - $219K
|
9.05K
$226K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.76K- 7.35% |
$38.6K - $42.8K
|
22.2K
$556K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-9.16K- 7.94% |
$207K - $228K
|
106K
$2.66M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
5New |
$113 - $124
|
5
$125
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
170+ 2.97% |
$3.84K - $4.22K
|
5.9K
$148K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
351New |
$7.92K - $8.72K
|
351
$8.79K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
200KNew |
$4.55M - $4.94M
|
200K
$5.01M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
25New |
$569 - $618
|
25
$626
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
839+ 87.49% |
$19.1K - $20.7K
|
1.8K
$45K
|
|
Q1 2023 | |||||||
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.98KNew |
$44.5K - $49.6K
|
1.98K
$49.7K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
123New |
$2.76K - $3.08K
|
123
$3.08K
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8.62KNew |
$193K - $215K
|
8.62K
$216K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
27.4KNew |
$542K - $634K
|
27.4K
$685K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
35New |
$693 - $810
|
35
$876
|